Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Luan is a registered representative and investment advisor representative. Jason Luan has been in the industry since July 2010 and is currently registered with Equitable Advisors, LLC. Jason Luan's primary office is located in Los Angeles, CA. Jason Luan is licensed to sell securities in California. Jason Luan has passed the following securities exams: Series 66, Series 53, Series 24, SIE, and Series 7. Jason Luan offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Jason Luan also provides investment advice to individuals, businesses, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
08/02/2010 - Present
Equitable Advisors, LLC (LOS ANGELES CA)
BOTH
Issued 07/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Luan is the right advisor for you? Invested Better is here to help.
